证券之星消息，2月4日工业金属板块较上一交易日上涨0.92%，鑫铂股份领涨。当日上证指数报收于 4102.2，上涨0.85%。深证成指报收于14156.27，上涨0.21%。工业金属板块个股涨跌见下表： | 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | | --- | --- | --- | --- | --- | --- | --- | | 003038 | 整拍股份 | 17.96 | 9.98% | 20.02万 | | 3.45亿 | | 000426 | 兴业银锡 | 53.40 | 3.79% | 114.88万 | | 60.29亿 | | 000603 | 盛达资源 | 50.99 | 3.09% | 58.02万 | | 29.33亿 | | 002540 | 亚太科技 | 7.72 | 3.07% | 25.07万 | | 1.90亿 | | 603115 | 海星股份 | 24.28 | 2.92% | 11.36万 | | 2.81亿 | | 000933 | 神火股份 | 32.60 | 2.81% | 41.65万 | | 13.47亿 | | ...

消息面上，在经历了1月30日、2月2日两个交易日的暴跌之后，现货黄金价格连续第二天反弹，重新站上5000美元大关。2月4日早盘交易中，现货黄金一度 涨超2%，前一交易日涨幅超过6%。 2月4日，A股贵金属板块开盘全线反弹后重挫翻绿，随后呈低位震荡走势。个股方面，截至10:14，盛达资源涨超2%，恒邦股份、紫金矿业、贵研铂业、湖 南黄金等多只贵金属概念股跟涨，昨日"一字"跌停的湖南白银也有反弹迹象。 对于本轮黄金反弹原因，中信建投期货在最新研报中表示，贵金属在经历了前期的快速下跌后，市场对沃什"鹰派"疑虑有所缓解，市场风险有所释放，再度 开启交易去美元化、地缘秩序变革等长线利多因素。 值得注意的是，中信建投警告投资者，贵金属日内波动仍然剧烈，投机资金进出仍然明显，市场风险依然存在。消息面，美伊谈判艰难，目前双方就谈判地 点仍未达成共识，地缘不确定性仍存。总体来看，当下贵金属行情受市场情绪影响较强，需关注短期波动风险，长期走势仍趋于乐观。 国信期货亦提示贵金属波动风险。短期内，在避险情绪与政策预期双重作用下，金银预计将维持高波动、宽幅震荡的格局。 策略方面，国信期货建议将风险控制置于绝对优先地位。已有黄金多单可继 ...

证券日报网讯2月3日，中色股份（000758）在互动平台回答投资者提问时表示，公司董事会授权管理层 及其授权人士根据证券市场情况择机出售盛达资源（000603）股票，交易进展请参阅公司于2026年1月 23日发布的《关于出售股票资产的进展公告》。后续如有相关进展且达到披露标准，公司将严格按照相 关规定及时履行信息披露义务。 ...

Gold Companies - Shandong Gold (600547) is a leading domestic gold mining company with strong state-owned background, focusing on the Jiaodong Peninsula and possessing several top-tier gold mines, ensuring a complete gold industry chain from exploration to processing [1][12] - Chifeng Gold (600988) is a pioneer in internationalization within the gold industry, with high-grade core mining resources and significant cost advantages, actively expanding overseas projects in countries like Laos and Ghana [1][12] - Zijin Mining (601899) is a global mining giant with gold and copper as its core businesses, boasting extensive mineral resource layouts and advanced mining management techniques, providing strong support during market fluctuations [1][12] - Zhongjin Gold (600489) is a state-owned enterprise with a comprehensive gold industry chain, strong resource acquisition capabilities, and significant market presence in gold processing and circulation [1][12] - Western Gold (601069) is a leading gold mining company in Xinjiang, leveraging regional resource advantages and optimizing mining processes to enhance competitiveness [1][12] - Hunan Gold (002155) operates in both gold and antimony sectors, with a complete industry chain and strong market position in rare metals, effectively mitigating price volatility risks [1][12] - Yintai Gold (000975) focuses on gold and silver mining, with competitive mining costs and advanced recovery rates, continuously enhancing profitability through resource exploration [1][12] - Hengbang Shares (002237) is a leading gold smelting company with advanced technology and a complete industry chain, ensuring stable profitability and strong market presence [1][12] - Xiaocheng Technology (300139) combines gold mining with integrated circuits, benefiting from overseas gold assets and enhancing profitability through diversified operations [1][12] - Shengda Resources (000603) is a comprehensive precious metal resource developer with a stable production capacity and strong market presence in gold and silver [1][12] Silver Companies - Yuguang Gold and Lead (600531) is a leading silver smelting company with advanced technology and high recovery rates, focusing on high-value-added silver products [2][14] - Xingye Mining (000426) is a leading silver and multi-metal mining company with strong resource reserves and high recovery rates, effectively mitigating silver price volatility risks [2][14] - Chihong Zinc and Germanium (600497) focuses on silver and zinc-germanium, leveraging abundant resources and advanced mining techniques to maintain strong market competitiveness [2][14] - Zhongjin Lingnan (000060) is a large non-ferrous metal enterprise with a strong silver business, emphasizing technological innovation and resource utilization [2][14] - Tongling Nonferrous Metals (000630) integrates copper smelting with silver recovery, maintaining high recovery rates and product quality [2][14] - Jiangxi Copper (600362) is a comprehensive copper giant with a strong silver business, focusing on multi-metal development and technological innovation [2][14] - Western Mining (601168) is a multi-metal mining company with significant silver resources, emphasizing production capacity upgrades and cost control [2][14] - Yundeng Technology (000409) combines silver mining with smart mining technology, enhancing operational efficiency and reducing costs [2][14] - Guoyan Platinum (600459) is a leader in precious metal deep processing, focusing on high-end silver products and maintaining a strong market position [2][14] - Western Materials (002149) specializes in rare metal processing with a focus on high-end silver products, ensuring stable market demand and high added value [2][14]

龙虎榜机构热股 据上证报报道，在2月3日中国有色金属工业协会举行的2025年有色金属工业经济运行情况新闻发布会上，中国有色金属工业协会副秘书长段绍甫表示，完善 铜资源储备体系建设，一方面扩大国家铜战略储备规模，另一方面探索进行商业储备机制，通过财政贴息等方式选择国有骨干企业试行商业储备。 此外，除了储备精炼铜之外，也可研究将贸易量大、容易变现的铜精矿纳入储备范围。 龙虎榜知名游资 一、航天 今天机构龙虎榜上榜40只个股，净买入28只，净卖出12只。当日机构买入最多的个股前三位是：恒邦股份（3日9.43亿）、盛达资源（3日4.17亿）、铜陵有 色（3.37亿）。 | 上榜热股 | 实时涨跌幅 | 买/卖家数 | 利 | | --- | --- | --- | --- | | 恒邦股份 002237.SZ | -3.44% | 4/3 | | | 3日 | | | | | 盛达资源 000603.SZ | -9.94% | 4/3 | | | 3日 | | | | | FED + | F AANI | Ala | | 铜陵有色 龙虎榜显示，今日6家机构净买入3.37亿。 当地时间2月2日， SpaceX发表声明， ...

当天机构净买入前三的股票分别是恒邦股份、盛达资源、铜陵有色，净买入金额分别是9.43亿元、4.17 亿元、3.37亿元。 当天机构净卖出前三的股票分别是钧达股份、万丰股份、杰普特，净流出金额分别是2.09亿元、4174万 元、3505万元。 共47只个股出现了机构的身影。 盘后数据显示，2月3日龙虎榜中，共47只个股出现了机构的身影，有31只股票呈现机构净买入，16只股 票呈现机构净卖出。 | 倍加洁 | 4.91% | 5031.78 | | --- | --- | --- | | 红墙股份 | 7.37% | 5016.90 | | 世纪恒通 | -1.14% | 4797.03 | | 天龙集团 | 6.41% | 3586.04 | | 天地在线 | 5.23% | 2991.14 | | 海兰信 | 15.82% | 2220.82 | | ST京机 | 5.01% | 1502.00 | | 肯特催化 | 5.11% | 1402.32 | | 世盟股份 | 106.18% | 992.46 | | 燕麦科技 | 18.39% | 790.76 | | 亿能电力 | 1.51% | 775.18 ...

证券代码：000603 证券简称：盛达资源 公告编号：2026-009 盛达金属资源股份有限公司 股票交易异常波动公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、股票交易异常波动的情况介绍 二、公司关注、核实情况说明 针对公司股票交易异常波动情况，公司对有关事项进行了核查，并函询了公 司控股股东及实际控制人，现将有关情况说明如下： 1、公司前期披露的信息不存在需要更正、补充之处。 2、公司未发现近期公共传媒报道了可能或已经对公司股票交易价格产生较 大影响的未公开重大信息。 3、公司近期生产经营正常，内外部经营环境未发生重大变化。 4、公司、公司控股股东和实际控制人不存在关于本公司的应披露而未披露 的重大事项，或处于筹划阶段的重大事项。 5、公司股票交易异常波动期间，公司控股股东、实际控制人未买卖公司股 票。 三、是否存在应披露而未披露信息的说明 本公司董事会确认，本公司目前没有根据《深圳证券交易所股票上市规则》 等有关规定应予以披露而未披露的事项或与该事项有关的筹划、商谈、意向、协 议等；董事会也未获悉本公司有根据《深圳证券交易所股票上市规则》等有关 ...

证券代码：000603 证券简称：盛达资源 公告编号：2026-010 盛达金属资源股份有限公司 关于收购广西来宾金石矿业有限公司 55%股权的进展公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导 性陈述或重大遗漏。 一、交易概述 盛达金属资源股份有限公司（以下简称"公司"）于 2026 年 1 月 11 日召开 第十一届董事会第十四次会议，审议通过了《关于收购广西来宾金石矿业有限公 司 55%股权的议案》，同意公司以现金 26,950.00 万元收购蒋文莉、刘敏超、刘 喜峰、卢黔合计持有的广西来宾金石矿业有限公司（以下简称"广西金石矿业"） 55%股权，公司与交易对方蒋文莉、刘敏超、刘喜峰、卢黔、广西金石矿业签署 了《广西来宾金石矿业有限公司股权转让协议》（以下简称"《股权转让协议》"）， 广西金石矿业全体现有股东均同意放弃广西金石矿业 55%股权的优先购买权。本 次交易完成后，公司持有广西金石矿业 55%的股权，广西金石矿业将成为公司控 股子公司并纳入合并报表范围。具体内容详见公司于 2026 年 1 月 13 日披露的《关 于收购广西来宾金石矿业有限公司 55%股权的公 ...

虽然金银价格在暴跌后有所反弹，但A股市场黄金概念股开盘仍多数下跌。其中，豫光金铅、四川 黄金、招金黄金、白银有色、盛达资源、中国黄金、湖南白银跌停，值得注意的是，豫光金铅、盛达资 源、招金黄金、四川黄金、白银有色为连续第三日跌停。现货黄金在昨日一跌跌至4402.38美元后，今 日有明显反弹，盘中一度反弹至4855.81美元/盎司。 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com | 代码 | 名称 | | 涨幅% ↑ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 600531 | 豫光金铝 | fek | -10.01 | 219亿 | 53.79 | | 001337 | 四川黄金 | 1 | -10.01 | 225亿 | 92.39 | | 000506 | 招金黄金 | 第 | -10.00 | 193亿 ...

Market Overview - A-shares experienced a significant rebound with all three major indices rising, particularly the ChiNext Index which surged over 2% [2] - The photovoltaic industry index saw a notable increase of 4.78%, while military and aerospace indices also rose by over 3% [2] - The market structure indicates that the main drivers of the rebound were the active photovoltaic and commercial aerospace sectors [2] Photovoltaic Sector - The photovoltaic sector saw widespread gains, with TOPcon battery concept stocks leading the market [6] - Key stocks included: - Aotewei recorded a 20% limit-up - Shuangliang Energy and Fostek both hit 10% limit-up - Maiwei shares rose by 11.77% [7][8] - The demand for space-based photovoltaic energy is expected to become a new growth area, driven by global space energy needs and supply chain restructuring [9] Commercial Aerospace Sector - The commercial aerospace sector also saw rapid gains, with stocks like Tongyu Communication and Aerospace Development hitting the 10% limit-up [10][11] - The successful testing of a liquid rocket engine by a private aerospace company is expected to bolster confidence in the sector [11] Precious Metals Sector - The precious metals sector continued to decline, with several stocks hitting the 10% limit-down, including Zhaojin Gold and Sichuan Gold [15] - Despite the drop in stocks, spot gold and silver prices rebounded, with gold reaching $4,809 per ounce, up over 3% [17]